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News

19
Sep

Charitable Giving in Your Financial Plan

As you grow your wealth, you may find the desire to give back. That’s where charitable giving comes in. Charitable giving can allow you to support causes and organizations you believe in while reducing your income tax, capital gains, and estate taxes. Here are several ways to incorporate charitable giving into your overall financial plan:

12
Sep

College Planning as Part of Your Financial Plan

While there’s no obligation to pay for your child’s or grandchild’s college education. Helping them fund some or all of it can allow them to avoid overwhelming amounts of student loan debt. It can also help them to begin adulthood on the right foot. Here are some tips if you’re interested in incorporating college planning into your financial plan:

5
Sep

Budgeting for Travel in Retirement

If you love to travel and immerse yourself in new cultures and experiences, there’s a good chance you’re looking forward to traveling in retirement.